Back to filter
Original filing (PDF)20251013100207NAL0000985633001
BEHAVIORAL HEALTH RESOURCES
Form 5500
FILING_RECEIVED
BEHAVIORAL HEALTH RESOURCES RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
141
Accounts w/ balance
328
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEHAVIORAL HEALTH RESOURCES.
Plan sponsor
Name
BEHAVIORAL HEALTH RESOURCES
EIN
91-0666889
Address
3857 MARTIN WAY E · OLYMPIA, WA · 98506
Phone
(360) 236-7123
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JOHNSON, STONE & PAGANO P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
48 direct securities· $5.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Lifestrategy Modera Mutual Fund | — | — | — | $1.2M | 21.3% | |
| Gs Vit Gov Money Mkt Fd Inst Mutual Fund | — | — | — | $1.1M | 19.6% | |
| Vanguard Lifestrategy Growth Mutual Fund | — | — | — | $871K | 15.7% | |
| Nasdaq-100(R) Index Fund Mutual Fund | — | — | — | $591K | 10.6% | |
| Science & Technology Fund Mutual Fund | — | — | — | $300K | 5.4% | |
| Vanguard Lifestrategy Conser Mutual Fund | — | — | — | $210K | 3.8% | |
| Vanguard Wellington Fund Inc Mutual Fund | — | — | — | $124K | 2.2% | |
| Stock Index Fund Mutual Fund | — | — | — | $114K | 2.1% | |
| Large Capital Growth Mutual Fund | — | — | — | $103K | 1.9% | |
| Fixed Account Plus Insurance contract | — | — | — | $94K | 1.7% | |
| T Rowe Price Retirmnt 2045 Adv Mutual Fund | — | — | — | $80K | 1.4% | |
| Small Cap Value Fund Mutual Fund | — | — | — | $69K | 1.2% | |
| Intl Socially Responsible Fund Mutual Fund | — | — | — | $61K | 1.1% | |
| CV I Capital Appreciation Mutual Fund ** 610 VC I Conserv Growth Lifestyle Mutual Fund | — | — | — | $58K | 1.0% | |
| US Socially Responsible Fund Mutual Fund | — | — | — | $51K | 0.9% | |
| Notes Receivable From Participants 2.75% - 5.50% 0 | — | — | — | $49K | 0.9% | |
| Party-in- Borrower, Lessor Interest, Collateral (d) Current Interest or Similar Party Par or Maturity Value Cost Value * Aggressive Growth Lifestyle Mutual Fund | — | — | — | $46K | 0.8% | |
| Dividend Value Mutual Fund | — | — | — | $42K | 0.8% | |
| Growth Fund Mutual Fund | — | — | — | $40K | 0.7% | |
| Vanguard Long-Term Treasury Mutual Fund | — | — | — | $40K | 0.7% | |
| Systematic Growth Fund Mutual Fund | — | — | — | $33K | 0.6% | |
| Vanguard Windsor II Mutual Fund | — | — | — | $26K | 0.5% | |
| Small Cap Growth Fund Mutual Fund | — | — | — | $24K | 0.4% | |
| Mid Cap Value Fund Mutual Fund | — | — | — | $23K | 0.4% | |
| Mid Cap Index Fund Mutual Fund | — | — | — | $20K | 0.4% | |
| Short Term Fixed Account Insurance contract | — | — | — | $20K | 0.4% | |
| Invesco Bal Risk Commod Str R5 Mutual Fund | — | — | — | $18K | 0.3% | |
| T Rowe Price Retirmnt 2055 Adv Mutual Fund | — | — | — | $18K | 0.3% | |
| Government Securities Fund Mutual Fund | — | — | — | $15K | 0.3% | |
| Party-in- Borrower, Lessor Interest, Collateral (d) Current Interest or Similar Party Par or Maturity Value Cost Value T Rowe Price Retirmnt 2050 Adv Mutual Fund | — | — | — | $15K | 0.3% | |
| Asset Allocation Fund Mutual Fund | — | — | — | $12K | 0.2% | |
| High Yield Bond Fund Mutual Fund | — | — | — | $10K | 0.2% | |
| Vanguard Lt Inv-Grade Fund Mutual Fund | — | — | — | $10K | 0.2% | |
| Ariel Appreciation Fund Mutual Fund | — | — | — | $10K | 0.2% | |
| Core Bond Fund Mutual Fund | — | — | — | $9K | 0.2% | |
| T Rowe Price Retirmnt 2040 Adv Mutual Fund | — | — | — | $9K | 0.2% | |
| T Rowe Price Retirmnt 2025 Adv Mutual Fund | — | — | — | $8K | 0.1% | |
| Ariel Fund Mutual Fund | — | — | — | $7K | 0.1% | |
| Systematic Core Fund Mutual Fund | — | — | — | $7K | 0.1% | |
| Emerging Economies Mutual Fund | — | — | — | $7K | 0.1% | |
| T Rowe Price Retirmnt 2030 Adv Mutual Fund | — | — | — | $6K | <0.1% | |
| Global Real Estate Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| Inflation Protected Fund Mutual Fund ** 2 * International Government Bond Mutual Fund | — | — | — | $4K | <0.1% | |
| Mid Cap Strategic Gwth Mutual Fund | — | — | — | $4K | <0.1% | |
| International Growth Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| Internatl Equities Index Fund Mutual Fund | — | — | — | $3K | <0.1% | |
| Intl Opportunities Mutual Fund | — | — | — | $2K | <0.1% | |
| Small Cap Index Fund Mutual Fund | — | — | — | $1K | <0.1% |
Related plans
Similar-size Health Care & Social Assistance plans
LEGACY HEALING CENTER MARGATE, L
LEGACY HEALING CENTER MARGATE, LLC 401(K) PLAN
$5.6M · 430 participants
WEST CENTRAL, INC. DBA SOLVISTA HEALTH
SOLVISTA HEALTH 403(B) PLAN
$5.6M · 194 participants
FORA HEALTH, INC.
FORA HEALTH, INC. 401(K) SAVINGS PLAN
$5.5M · 154 participants
CROTCHED MOUNTAIN FOUNDATION
403(B) THRIFT PLAN FOR CROTCHED MOUNTAIN FOUNDATION
$5.6M · 116 participants
CHILD & FAMILY CENTER
CHILD & FAMILY CENTER 401(K) RETIREMENT PLAN
$5.5M · 142 participants
IFC SERVICES, INC.
IFC SERVICES 401(K) PROFIT SHARING PLAN
$5.7M · 176 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants